IWN
Independent Wealth Network Portfolio holdings
AUM $251M
AUM
$251M
AUM Growth
+$4.24M (+2%)
Cap. Flow
+$11.8M
Cap. Flow % of AUM
4.72%
Top 10 Holdings %Top 10 Hldgs %
27.26%
Holding
254
New
18
Increased
132
Reduced
89
Closed
9
Top Buys
| 1 | $1.6M | |
| 2 | $1.37M | |
| 3 | $1.14M | |
| 4 | $842K | |
| 5 | $697K |
Top Sells
| 1 | $1.3M | |
| 2 | $429K | |
| 3 | $352K | |
| 4 | $186K | |
| 5 | $175K |
Sector Composition
| 1 | Technology | 6.74% |
| 2 | Industrials | 4.9% |
| 3 | Financials | 4.39% |
| 4 | Energy | 3.13% |
| 5 | Consumer Staples | 2.8% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $247K | 0.1% | 2,270 +18 | +0.8% | +$1.96K | |||
| $246K | 0.1% | 11,858 +1,214 | +11% | +$25.2K | |||
| $245K | 0.1% | 1,478 +417 | +39% | +$69.2K | |||
| $242K | 0.1% | 6,474 | New | +$242K | |||
| $242K | 0.1% | 3,840 +133 | +4% | +$8.37K | |||
| $240K | 0.1% | 3,545 +44 | +1% | +$2.99K | |||
| $239K | 0.1% | 4,335 +215 | +5% | +$11.8K | |||
| $237K | 0.09% | 4,323 -229 | -5% | -$12.6K | |||
| $235K | 0.09% | 8,537 +92 | +1% | +$2.53K | |||
| $234K | 0.09% | 749 +13 | +2% | +$4.06K | |||
| $231K | 0.09% | 5,209 +62 | +1% | +$2.75K | |||
| $229K | 0.09% | 1,970 +2 | +0.1% | +$233 | |||
| $226K | 0.09% | 1,829 -108 | -6% | -$13.3K | |||
| $225K | 0.09% | 1,253 +27 | +2% | +$4.85K | |||
| $224K | 0.09% | 4,098 +107 | +3% | +$5.86K | |||
| $221K | 0.09% | 12,076 | New | +$221K | |||
| $221K | 0.09% | 913 | New | +$221K | |||
| $218K | 0.09% | 3,739 -778 | -17% | -$45.4K | |||
| $217K | 0.09% | 2,749 -18 | -0.7% | -$1.42K | |||
| $214K | 0.09% | 9,437 | New | +$214K | |||
| $213K | 0.09% | 9,659 -749 | -7% | -$16.5K | |||
| $212K | 0.08% | 2,915 | New | +$212K | |||
| $211K | 0.08% | 10,603 +155 | +1% | +$3.09K | |||
| $211K | 0.08% | 1,028 | New | +$211K | |||
| $208K | 0.08% | 3,851 | New | +$208K |
